VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Wednesday, December 31, 2025
Stock Comparison
Applied Materials, Inc. vs Union Pacific Corporation
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Applied Materials, Inc.
AMAT · The Nasdaq Stock Market LLC
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Applied Materials, Inc.'s moat claims, evidence, and risks.
View AMAT analysisUnion Pacific Corporation
UNP · New York Stock Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Union Pacific Corporation's moat claims, evidence, and risks.
View UNP analysisComparison highlights
- Moat score gap: Applied Materials, Inc. leads (76 / 100 vs 72 / 100 for Union Pacific Corporation).
- Segment focus: Applied Materials, Inc. has 2 segments (73.3% in Semiconductor Systems); Union Pacific Corporation has 4 segments (34.8% in Industrial).
- Moat breadth: Applied Materials, Inc. has 7 moat types across 3 domains; Union Pacific Corporation has 5 across 2.
Primary market context
Applied Materials, Inc.
Semiconductor Systems
Wafer fabrication equipment (WFE) and adjacent front-end process equipment (deposition, etch, CMP, metrology/inspection) plus advanced packaging tools
Global
Semiconductor manufacturers (foundry, logic, memory) and advanced packaging providers
OEM equipment supplier
73.3%
Union Pacific Corporation
Industrial
Rail freight transportation for industrial commodities (chemicals and plastics, metals and minerals, forest products, energy and specialized markets)
U.S. western two-thirds with interchange to other railroads; cross-border corridors to Mexico and Canada
Chemical producers, refiners, plastics manufacturers, construction and material suppliers, metals and mining, industrial shippers
Class I rail carrier / linehaul freight transport
34.8%
Side-by-side metrics
Moat coverage
Shared moat types
Applied Materials, Inc. strengths
Union Pacific Corporation strengths
Segment mix
Applied Materials, Inc. segments
Full profile >Semiconductor Systems
Oligopoly
Applied Global Services (AGS)
Competitive
Union Pacific Corporation segments
Full profile >Bulk
Oligopoly
Industrial
Oligopoly
Premium
Oligopoly
Other subsidiary, accessorial and other revenues
Competitive
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View the moat stocks listCuration & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.